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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Kurt Waid (CRD# 5202622) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wausau, WI and has over 17 years of experience in the finance industry.
Patrick Wallschlaeger (CRD# 865976) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 41 years of experience in the finance industry.
Scott Wallschlaeger (CRD# 4866274) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 19 years of experience in the finance industry. Scott Wallschlaeger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kerry Whalen (CRD# 1570057) is an Investment Advisor Representative working at On Investment Management Co in Wausau, WI and has over 29 years of experience in the finance industry.
Donald Wild (CRD# 4686607) is an Investment Advisor Representative working at Edward Jones in Wausau, WI and has over 20 years of experience in the finance industry. Donald Wild has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jacqueline Wormsbacher (CRD# 1301294) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wausau, WI and has over 23 years of experience in the finance industry.
William Zoromski (CRD# 2529246) is an Investment Advisor Representative working at Lpl Financial LLC in Wausau, WI and has over 29 years of experience in the finance industry.
Matthew Alexander (CRD# 7143036) is an Investment Advisor Representative working at Lpl Financial LLC in Wausau, WI and has over 4 years of experience in the finance industry. Matthew Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alexandria Bakka (CRD# 6885000) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 3 years of experience in the finance industry.
Rosemary Barnes (CRD# 1483445) is an Investment Advisor Representative working at Rosemary Barnes Cfp in Wausau, WI and has over 37 years of experience in the finance industry. Rosemary Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.